by Nancy A. Roberson | Mar 13, 2014
The Wall Street Journal recently published a video on its website titled “Four Estate Planning Mistakes to Avoid” that summarizes some typical mistakes that people make when it comes to planning for a death or a disability. The first mistake is a common...
by Nancy A. Roberson | Oct 24, 2013
Have you heard the saying that planning for death is about one notch above getting a colonoscopy on a person’s to do list? Most people who call our office for estate planning advice assume that getting a Will is the most important activity when doing estate...
by Nancy A. Roberson | Sep 19, 2013
Estate Planning, in simple terms, is the legal process that takes care of yourself and your property, both during your life and after your death. Estate planning is not synonymous with wealth planning. A common misconception is that you have to have a lot of money in...
